Thesis Summary
Nintendo (NTDOY) has shown a significant turnaround in growth in the last 5 years. With further growth catalysts on the horizon, I think the stock is still fairly valued and could offer investors a return upwards of 30% in 2020-.
Company Overview
Nintendo is a Japanese company founded in 1963. It distributes and produces electronic entertainment products all over the world and has become a household name. It has developed some of the most successful gaming consoles (SWITCH) and game franchises such as Super SmashBros, Pokemon and Zelda.
Industry
The company